Experience

• 

  Lex Nova Law LLC

  • Cherry Hill, New Jersey, United States

  • Business, Tax & Private Wealth Attorney

    • Jan 2021 - Present
    • Cherry Hill, New Jersey, United States

    Brad represents businesses, their owners, and high net worth individuals with respect to all aspects of sophisticated estate planning, tax and business planning, and corporate matters.In his practice, Brad advises clients on income and wealth transfer taxes, including planning to defer, reduce or eliminate federal and state tax exposure. Throughout his career, Brad has represented corporate and pass-through business entities in a wide variety of tax and business matters, including formations, reorganizations, spin-offs, sales and liquidations, and succession planning.Brad’s holistic approach to tax and estate planning – wherein he advises families across generations to effectuate overall tax efficiency and reduction – makes him a key advisor who clients can approach for a diverse range of complex tax issues. As he is experienced in representing both individuals and corporate fiduciaries, clients routinely seek Brad’s counsel with regard to estate and trust administration.

• 

  Earp Cohn P.C.

  • Cherry Hill, NJ

  • Tax, Trusts & Estates Attorney

    • Oct 2016 - Dec 2020
    • Cherry Hill, NJ

    I was a member of the Tax, Trusts & Estates Department of Earp Cohn P.C. where I focused on tax matters, estate planning, trust and estate administration.

• 

  Schnader Harrison Segal & Lewis LLP

  • Philadelphia, PA

  • Associate

    • Feb 2015 - Sep 2016
    • Philadelphia, PA

    I was a member of the Tax & Wealth Management Department of Schnader Harrison Segal & Lewis where I focused on tax matters, estate planning for high-net-worth and ultra-high-net-worth individuals and families, and trust and estate administration.

• 

  Mattleman, Weinroth & Miller

  • Cherry Hill, NJ

  • Associate

    • 2011 - Feb 2015
    • Cherry Hill, NJ

    I was a member of the Trusts & Estates Practice Group of Mattleman, Weinroth & Miller where I focused on tax matters, estate planning, and trust and estate administration.

• 

  Law Offices of Richard J. Cohen, Esq.

  • Law Clerk

    • 2009 - 2011

    Throughout law school, I served as a law clerk at my late father’s boutique estate and tax planning law firm with offices in New Jersey, Pennsylvania, and Florida. I was involved in all aspects of the Firm's practice, including high-net-worth gift and estate planning, the drafting of wills and trust agreements, trust and estate administration, and tax return preparation.